- Allow "Bookmarking" of views to pin views to your Role Center.
E.g. Imagine creating customer view "Blocked Customers". Bookmark the view would immediately provide access to the "Blocked Customers" view in your Role Center and open the "Customer List" with the view "Blocked Customers" active.
Comments
This would be very helpful! Custom Views should be in plain sight for easy access.
Category: General
would be good to also rearrange/move the bookmarks around or sort by how often you use them?
Category: General
Even better (maybe what you are asking for, not clear) is if it allowed these filtered views to be cards in the role centre with summary total count and sum value (where applicable). This would be extremely powerful feature for end customers.
Category: General
This was possible in the Windows Client. F.i. Open the Outstanding Sales Orders from a factbox on a given Customer card. Then take of the Customer filter and make a new filter on Outstanding Quantity >0, then you have anice screen with all Sales lines outstanding. In the windows client you could save a filter and make it available in the Rolecenter. This is still not possible in BC365.
Category: General
This can be very useful improvement.
Ljiljana Radojevic
Category: General
Business Central Team (administrator)
Thank you for your feedback. We are considering adding it to our longer term roadmap.